Portfolio
Sep 9, 2026- Other72.64%
- Cash20.48%
- Stock6.88%
Morningstar style box
Sep 9, 2026Current style: Large Growth
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 9, 2026Top 10 Holdings Weight: 110.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Mrvl Swap Asset Leg | 28.22% | — | — | — | — | — | — |
2 Mrvl Swap Asset Leg | 20.44% | — | — | — | — | — | — |
3 Mrvl Swap Asset Leg | 15.98% | — | — | — | — | — | — |
4 Goldman Sachs FS Treasury Intms D | 13.38% | — | — | — | — | — | — |
5 BNY Dreyfus Treasury Secs Csh Mgmt Inst | 8.75% | — | — | — | — | — | — |
6 Mrvl Swap Asset Leg | 7.28% | — | — | — | — | — | — |
| 6.88% | Equity | Information Technology | Large Growth | — | — | — | |
8 BNY Dreyfus Govt Cash Mgmt Instl | 4.70% | — | — | — | — | — | — |
9 Goldman Sachs Fin Gov 465 Institut | 4.60% | — | — | — | — | — | — |
10 Mrvl Swap Asset Leg | 0.47% | — | — | — | — | — | — |
